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For every lead you call, you will need to set a "Disposition" of what happened on the call. The disposition drop down menu is in the top right hand corner of the client file to the right of the phone number.
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<img src="../../images/training_images/38.jpeg" alt="">
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When you click on the drop down menu, the following disposition options will appear. Here is what each of them mean.
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<img src="../../images/training_images/39.jpeg" alt="" style="float:left;">
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<b>Already Signed Up:</b>
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If they have already signed up online or with another sales rep.
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<b>Call Back:</b>
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If they tell you to call them back.
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<b>Cancelled:</b>
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If they have canceled the service.
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<b>Disconnected:</b>
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If the number you are calling has been disconnected. Try the number twice before marking it as such.
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<b>Do Not Call:</b>
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If they tell you to never call them back.
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<b>Expired:</b>
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If they have a expired credit card.
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<b>Hang Up:</b>
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If they hang up on you.
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<b>Incomplete Number:</b>
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If the number they entered into the system is incomplete.
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<b>Left Message:</b>
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If you left them a message.
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<b>Line Busy:</b>
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If the phone number is busy when you call it.
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<b>No Answer:</b>
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If no one answers.
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<b>No Card:</b>
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If they don't have a credit card or debit card to use for the purchase.
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<b>No English:</b>
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If they don"t speak English.
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<b>No Money:</b>
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If they don't have any money for the service.
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<b>Not Interested:</b>
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If they are no longer interested in getting grants.
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<b>Serious Signup:</b>
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If they are interested and you want to follow up with them.
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<b>Wrong Number:</b>
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If the number you call is not the clients phone number.
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<video src="https://surfcrm.com/training_calls/disposition.mp4" controls style="width:100%;"></video>
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